Cornerstone Planning Group’s Rollins ROL Stock Holding History

Cornerstone Planning Group’s Portfolio ROL Stock Details ROL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-405	Closed	-$17.6K	–	1362
2026 Q2	$17.6K	Sell	405 -29	-7%	-$1.48K	﹤0.01%	713
2026 Q1	$23.4K	Buy	434 +13	+3%	+$774	﹤0.01%	624
2025 Q4	$26.5K	Buy	421 +354	+528%	+$20.8K	﹤0.01%	516
2025 Q3	$29.7K	Sell	67 -366	-85%	-$20.8K	﹤0.01%	474
2025 Q2	$25.2K	Sell	433 -89	-17%	-$4.99K	0.01%	368
2025 Q1	$28.7K	Buy	522 +40	+8%	+$2.01K	0.01%	332
2024 Q4	$23.9K	Hold	482	–	–	0.01%	284
2024 Q3	$22.8K	Sell	482 -22	-4%	-$1.09K	0.01%	282
2024 Q2	$24K	Sell	504 -85	-14%	-$3.92K	0.01%	290
2024 Q1	$27.2K	Sell	589 -247	-30%	-$10.9K	0.01%	258
2023 Q4	$36.5K	Hold	836	–	–	0.01%	226
2023 Q3	$31.2K	Sell	836 -251	-23%	-$10.1K	0.01%	247
2023 Q2	$46.6K	Buy	+1,087	New	+$44.2K	0.02%	256
2022 Q4	$56.2K	Buy	+1,568	New	+$60.9K	0.02%	250

Other funds holding ROL

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Cornerstone Planning Group's ROL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Rollins (ROL) in Q3 2026, closing a stake of 405 shares — an estimated $17.6K sold.

Cornerstone Planning Group first reported a position in ROL in Q4 2022 and held it in 14 quarters. The position peaked at $56.2K in Q4 2022. 141 funds tracked by Wall St. Rank hold ROL as of Q3 2026.

Cornerstone Planning Group reported no remaining Rollins position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 405 Rollins shares in Q3 2026, an estimated $17.6K.
Cornerstone Planning Group first reported a position in Rollins in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Rollins position peaked at $56.2K in Q4 2022.
141 funds tracked by Wall St. Rank held Rollins as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.